Filing forms with the Registered Plans Directorate
Important
As of January 2025, Web Forms will no longer be available as an option to submit our forms. Refer to the chart titled Filing options for forms to see which forms are affected by these changes.
You will still be able to submit T550 and T244 forms by Internet File Transfer. You still can submit T510, T920 and T244 forms via the option “Submit documents” in My Account and My Business Account.
The Directorate is currently working on creating a secure portal that will allow the deferred income and saving plans industry to view and modify plan information, to submit documents, open new accounts and more. As the project advances, more information will become available.
Introduction
Administrators of deferred income and savings plans are required to file forms with the Registered Plans Directorate (RPD). Depending on the form, you can file:
- electronically, using internet file transfer
- by mail or by using completed paper forms
See the chart filing options for RPD forms below for additional details.
Electronic filing options
Filing forms electronically is convenient, free, and secure. Your form is considered filed with us the same day that it is completed online.
Internet file transfer (IFT)
You must include a T619, Electronic Transmittal record to create a complete submission.
In order to file by IFT, you will need to create a schema that is different for each form. The complete list of RPD schemas is available in the chart filing options for RPD forms.
For more information about XML, go to XML Format and XML technical specifications.
Filing with Internet File Transfer
Internet file transfer allows you to use payroll, commercial, or in-house developed software, to submit an XML file of up to 150 MB over the Internet.
For information on how to submit forms by IFT, go to Filing with Internet file transfer.
Corrections to data already used
You may need to correct original data sent to the RPD. You can make any required corrections by sending a new listing containing only the contracts or arrangements that need corrections once you receive a reply from us.
Submit documents online
You can securely send documents electronically to the CRA through My Account and My Business Account. For information on this service, go to Submit documents online.
Paper
You can find RPD forms at Forms and publications - CRA. You can complete, save, print, and mail the forms and any applicable documents to us. To get our contact information, see Contact the Registered Plans Directorate.
Filing options for forms
| Form Type | File using Internet file transfer | Submit Document Online | |
|---|---|---|---|
| RC226, Application for a FHSA Identification Number | Yes | ||
| RC236, Application for a TFSA Identification Number | Yes | ||
| RC364, Application to Register a Plan as a Pooled Registered Pension Plan (OSFI) | Yes | ||
| RC364-CA, Application to Register a Plan as a Pooled Registered Pension Plan | Yes | ||
| RC365, Application to Amend a Pooled Registered Pension Plan (OSFI) | Yes | ||
| RC365-CA, Application to Amend a Pooled Registered Pension Plan | Yes | ||
| RC368, Pooled Registered Pension Plan Annual Information Return (OSFI) | Yes | ||
| RC368-CA, Annual Information Return for a Pooled Registered Pension Plan | Yes | ||
| T1024, Election to Deem a Proportional holding in a Qualified Trust Property | Yes | ||
| T1200, Actuarial Information Summary (AIS) | Yes | ||
| T2214, Application for Registration as a Deferred Profit Sharing Plan | Yes | ||
| T2217, Application for Registration as a Registered Investment | Yes | ||
| T244, Registered Pension Plan Annual Information Return | Yes | Yes | Yes |
| T3F, Investments Prescribed to be Qualified Information Return | Yes | ||
| T510, Application to Register a Pension Plan | Yes | Yes | |
| T550, Application for Registration of RSP's, ESP's or RID's Under Section 146, 146.1 and 146.3 of Income Tax Act | Yes | ||
| T920, Application to Amend a Registered Pension Plan | Yes | Yes |
Getting help
For further information or assistance on filing by internet file transfer, go to File information returns electronically - Contact us.
For further information or assistance on submitting documents online, go to the ‘Getting help’ section of Submit documents online.
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